Elder Law amp Estate Planning Paralegal and Marketing

STEFANS LAW GROUP PC; New York; On-site; USD 50,000 - 75,000; Full time

Job summary

A leading firm in Woodbury, NY, is seeking an organized and motivated paralegal for Elder Law and Estate Planning. The role involves client interaction, drafting legal documents, and managing Medicaid processes, with opportunities for growth in Financial Services.

Qualifications

• 1 year of experience required.
• Experience in preparing and administering estates and trusts is a plus.

Responsibilities

• Drafting and finalizing estate planning documents.
• Medicaid intake and processing.
• Managing calendar and appointments.

Skills

Communication

Job description

Elder Law & Estate Planning Paralegal and Marketing

Experience: 1 year required

Location: Woodbury, NY, United States

Employment Type: Full-Time

Posted on: Apr 28, 2025

Valid Through: Aug 11, 2025

Profile

Woodbury Elder Law and Estate Planning, a team-oriented firm in conjunction with a Financial Services and Accounting firm, is seeking an organized and highly motivated paralegal with excellent verbal and written communication skills. The role involves daily client interfacing.

Experience in preparing and administering estates and trusts, drafting, and Medicaid application processing is a plus. There are additional practices with room for growth and education in Financial Services and Accounting.

Responsibilities include:

1. Drafting, proofreading, and finalizing estate planning documents.
2. Medicaid intake, processing, and review with the Department of Social Services.
3. Communicating with clients, financial institutions, and courts.
4. Answering phones and managing calendar/appointments.
5. Marketing and social media projects for the firm.